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Novartis
NVS

Overview Fund Activity

1,117 hedge funds and large institutions have $19.7B invested in Novartis in 2020 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 346 increasing their positions, 457 reducing their positions, and 73 closing their positions.

Holders
1,117
Holders Change
-10
Holders Change %
-0.89%
% of All Funds
22.6%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.26%
New
77
Increased
346
Reduced
457
Closed
73
Calls
$178M
Puts
$125M
Net Calls
+$53.1M
Net Calls Change
-$42M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$1.89B
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$69.1M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$740M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$54.3M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$238M

Top Sellers

1
BBHC
1
Brown Brothers Harriman & Co
New York
$29.7M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$581M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$148M
5
FAM
5
Fred Alger Management
New York
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$151M +$15.7M +180,323 +12%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$148M -$119M -1,363,892 -44%
ClearBridge Investments
28
ClearBridge Investments
New York
$136M -$27.4M -314,736 -17%
Invesco
29
Invesco
Georgia
$136M -$2.94M -33,766 -2%
Principal Financial Group
30
Principal Financial Group
Iowa
$134M +$5.62M +64,683 +4%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$134M +$3.22M +37,085 +2%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109M -$171M -1,967,127 -61%
SI
33
Scharf Investments
California
$105M -$7.87M -90,508 -7%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$104M +$17.8M +204,180 +21%
RJA
35
Raymond James & Associates
Florida
$101M -$10.6M -121,681 -9%
AG
36
Aperio Group
California
$97.5M -$7.33M -84,283 -7%
Ameriprise
37
Ameriprise
Minnesota
$97.1M -$4.66M -53,513 -5%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$94.5M -$6.65M -76,502 -7%
BlackRock
39
BlackRock
New York
$85M +$2.98M +34,255 +4%
EARNEST Partners
40
EARNEST Partners
Georgia
$84.5M -$1.61M -18,518 -2%
Chevy Chase Trust
41
Chevy Chase Trust
Maryland
$74.3M -$2.09M -24,007 -3%
MAM
42
Madison Asset Management
Wisconsin
$73.8M +$4.99M +57,332 +7%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$72.9M -$4.06M -46,687 -5%
Truist Financial
44
Truist Financial
North Carolina
$72.8M +$584K +6,719 +0.8%
SEI Investments
45
SEI Investments
Pennsylvania
$69.2M -$5M -57,503 -7%
Point72 Asset Management
46
Point72 Asset Management
Connecticut
$69.1M +$69.1M +794,930 New
Capital International Investors
47
Capital International Investors
California
$67.9M +$2.86M +32,839 +4%
JWBC
48
John W. Bristol & Co
New York
$65.7M +$369K +4,239 +0.6%
CCM
49
Cullen Capital Management
New York
$56.1M -$319K -3,665 -0.6%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$55M -$1.35M -15,536 -2%
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